Connecting

Requirements: an active Dataflow agreement with Modular Finance. Access is sales-led; contact sales@modularfinance.com if your organization doesn't have one yet.

The Dataflow MCP server lives at:

https://dataflow.modularfinance.com/mcp

It speaks streamable HTTP (the current MCP transport) and authenticates with OAuth 2.1. Your MCP host discovers the authorization server automatically via the standard /.well-known/oauth-protected-resource metadata.

Adding the server

claude mcp add --transport http dataflow https://dataflow.modularfinance.com/mcp

On first use you'll be sent through the browser login (Modular Finance SSO) and a consent screen listing the requested scopes.

Verifying the connection

Ask your agent something that requires the tools, for example:

Who are the largest owners of Volvo?

The agent should call search_securities followed by get_owner_list.

Troubleshooting

• 401 / token errors: your token may have been revoked or your session expired; reconnect to re-run the OAuth flow.
• quota_exceeded errors: your monthly credit cap is reached; see Credits & pricing.
• A tool is missing: your contract's scopes decide which tools are available; see OAuth & scopes.